SagePoint Financial
Angeli Forster has over 33 years of experience in the financial industry, currently serving as a Financial Paraplanner at SagePoint Financial since June 1984, with a focus on retirement planning in the San Diego office. Prior to this role, Angeli worked as a Corporate Financial Planner at San Diego Gas & Electric Co. and as a Corporate Financial Analyst at Sempra Energy, where responsibilities included cash management and financial forecasts. Angeli Forster holds a Master of Business Administration in Finance from San Diego State University and completed high school at the Convent of the Sacred Heart, where studies focused on Physics and Mathematics.
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SagePoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia